Track Your Trades Changelog

What's new in Track Your Trades 2019.0.0

Jan 3, 2020
  • Supports 2019 tax year

New in Track Your Trades 2017.0.0 (Jan 8, 2018)

  • Provides forms for 2017 tax year

New in Track Your Trades 2016.1.0 (Jul 4, 2017)

  • Updates SEC Sales Fee

New in Track Your Trades 2016.0.0 (Jan 3, 2017)

  • Updates tax forms for tax year 2016

New in Track Your Trades 2015.0.0 (Jan 11, 2016)

  • Provides updated forms for tax year 2015

New in Track Your Trades 2014.0.0 (Jan 3, 2015)

  • Provides tax forms and functionality for tax year 2014

New in Track Your Trades 2013.2.0 (Jul 28, 2014)

  • Version 2013.2 adds a scroll bar in Option Snapshot, and improves data readability on Schedule D pdf form.

New in Track Your Trades 2013.1.0 (Mar 8, 2014)

  • Updates SEC Sales Fee; updates stock quote retrieval

New in Track Your Trades 2012.1.0 (May 22, 2013)

  • Updates SEC Sales Fee rate

New in Track Your Trades 2012.0.0 (Jan 10, 2013)

  • Updates forms for tax year 2012, and adds Total Unrealized Gain to Portfolio Value report

New in Track Your Trades 2011.4.0 (Mar 28, 2012)

  • Faster Schedule D processing and corrected educational report

New in Track Your Trades 2011.3.0 (Mar 16, 2012)

  • Corrected function of Include Wash Sales checkbox;
  • Improved importing of Schwab Sell Short trades

New in Track Your Trades 2011.2.0 (Mar 6, 2012)

  • Enhanced cost basis and wash sale technology
  • Improved report alignment

New in Track Your Trades 2011.1.0 (Feb 11, 2012)

  • Updated SEC sales fee

New in Track Your Trades 2011.0.0 (Jan 5, 2012)

  • New 2011 tax forms
  • Added Fill Resolver on edit screen
  • Improved export files

New in Track Your Trades 6.3.0 (Mar 15, 2011)

  • More efficient export files

New in Track Your Trades 6.2.0 (Mar 3, 2011)

  • Optimized to fit netbook screens

New in Track Your Trades 6.0.0 (Jan 25, 2011)

  • Updated SEC Sales Fee
  • 2010 IRS tax forms
  • Improved importing
  • Better reports
  • Expanded cost basis methods

New in Track Your Trades 5.9.0 (Apr 3, 2010)

  • Updated SEC Sales Fee

New in Track Your Trades 5.8.0 (Mar 11, 2010)

  • Enhanced reports for option traders

New in Track Your Trades 5.7.0 (Feb 24, 2010)

  • Enhanced Schwab importing;
  • updated tax products

New in Track Your Trades 5.6.0 (Feb 18, 2010)

  • Enhanced 'View trades by date' report;
  • bug fixes

New in Track Your Trades 5.5.0 (Feb 3, 2010)

  • Improved Schwab importing;
  • fixed minor bugs

New in Track Your Trades 5.4.0 (Jan 10, 2010)

  • Revised SEC Sales Fee;
  • improved transaction reporting

New in Track Your Trades 5.3.0 (Nov 24, 2009)

  • Adds support for Interactive Brokers;
  • Adds 2009 IRS tax forms;
  • Conforms to Options Symbology Initiative

New in Track Your Trades 5.2.0 (Mar 17, 2009)

  • Streamlined inputting of commissions; actual IRS tax forms; updated SEC sales fee

New in Track Your Trades 5.1 (Mar 3, 2009)

  • Enhanced import tool;
  • Improved reports

New in Track Your Trades 5.0.0 (Jan 28, 2009)

  • Actual IRS tax forms; Form 4797 for Mark-to-Market traders; comprehensive reports; intuitive menu

New in Track Your Trades 4.2.0 (Dec 18, 2008)

  • More intuitive button labels;
  • Added 'View trades by symbol' report;
  • Fill resolver auto-transfers results to 'Enter a new trade'

New in Track Your Trades 4.0.0 (Oct 21, 2008)

  • Retrieves stock quotes and market information from Internet; easier importing of trades from broker; improved support for mutual funds.